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HEQFX vs VMCIX
HEQFX vs VMCIX Comparison
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HEQFX vs VMCIX Comparison Chart in %
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HEQFX vs. VMCIX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HEQFX is a Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 224B vs. HEQFX (17.8M). VMCIX pays higher dividends than HEQFX: VMCIX (1.32) vs HEQFX (0.10). HEQFX was incepted earlier than VMCIX: HEQFX (28 years) vs VMCIX (28 years). HEQFX (1.81) is less costly to investors than VMCIX (0.03). HEQFX is a more actively managed with annual turnover of: 69.00 vs. VMCIX (16.00). HEQFX has a lower initial minimum investment than VMCIX: HEQFX (2000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 13.47 vs. HEQFX (8.18). VMCIX return over 5 years is better than : 35.92 vs. HEQFX (-26.67).
| HEQFX | VMCIX | HEQFX / VMCIX | |
| Total Expense Ratio | 1.81 | 0.03 | 6,033% |
| Annual Report Gross Expense Ratio | 1.81 | 0.03 | 6,033% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 12.272 | 11.649 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8M | 224B | 0% |
| Annual Yield % from dividends | 0.10 | 1.32 | 8% |
| Returns for 1 year | 8.18 | 13.47 | 61% |
| Returns for 3 years | -8.15 | 43.38 | -19% |
| Returns for 5 years | -26.67 | 35.92 | -74% |
| Returns for 10 years | -10.90 | 159.44 | -7% |
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